3 Best Financial Services in Sudbury

“Sandra Mews & Associates is an award-winning financial planning consultancy. Sandra Mews is the firm's senior financial advisor and owner. She provides comprehensive financial planning to her established clients with complex estate and tax planning needs. Sandra Mews advocates for a financial planning process that gives her clients peace of mind to handle life's unexpected opportunities and challenges. Sandra Mews & Associates deals with many aspects of the financial industry, including investments, financial planning, insurance, retirement planning, RRSPs, TFSAs, and RESPs. They offer a personable experience that enables them to determine the most suitable plan for each client. Through expert analysis and extensive research, they supply stable advice and select appropriate investment opportunities. They passionately help their clients with their financial and wealth management decisions during critical times.”

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“Bisaillon Asset Management owned by Raymond R. Bisaillon provides comprehensive financial advisory services to his loyal client base, ensuring their financial goals and objectives are successfully achieved. He has over 20 years of portfolio management experience and is an active member of the Sudbury Community Foundation. The Bisaillon Asset Management team believes in honesty and upholds strong moral and ethical principles and values. They are dedicated to helping their clients achieve financial freedom by providing various services, products, and plans to meet diverse needs. They believe in building long-term relationships based on trust, transparency, and mutual respect. By actively engaging with their clients and the community, they strive to impact the lives of those they serve positively.”

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“Innova Wealth Partners founder, Managing Partner and Chief Investment Officer Jean-François Démoré. As independent comprehensive financial generalists, the team prides themselves on providing holistic financial advice based on a thorough analysis of their client's financial profiles, resulting in more personalized advice. Starting from the top, they analyze all assets and liabilities, including mortgages and lines of credit, and all forms of insurance, including life and disability, income tax, budget, and health benefit plans, to find inefficiencies in a person's financial profile. By ensuring that every aspect of their client's financial foundation is strong, they can build towards a secure future and peace of mind. Their mission is to develop financial literacy in their community and provide their clients with absolute peace of mind about their finances so that they can understand their financial decisions better. They operate on a transparent fee-for-service platform where fees are visible, easy to understand, and below market price.”

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